Fund HoldingsANTIPODES PARTNERS Ltd

Total Portfolio Value
$4.76B
Total Bought
$875.43M
Total Sold
$705.59M
Net Transaction
+$169.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Meta Platforms Inc(META)0179,243+179,2430118,3252.48%+118,325
TotalEnergies SE(TTE)01,390,929+1,390,929090,8181.91%+90,818
Amazon.com Inc(AMZN)0976,324+976,3240225,3724.73%+225,372
Salesforce Inc(CRM)0345,036+345,036091,4101.92%+91,410
Oracle Corp(ORCL)0239,691+239,691046,7220.98%+46,722
Microsoft Corp(MSFT)0416,915+416,9150201,6444.23%+201,644
Capital One Financial Corp(COF)0782,667+782,6670189,7013.98%+189,701
Brinker International Inc(EAT)0586,808+586,808084,2251.77%+84,225
Maplebear Inc(CART)11,342762,626+751,28441734,3050.72%+33,889
Americold Realty Trust Inc(COLD)02,606,178+2,606,178033,5180.70%+33,518
Keurig Dr Pepper Inc(KDP)1,309,2412,388,205+1,078,96433,40166,8991.40%+33,497
Honeywell International Inc(HON)15,154165,328+150,1743,19032,2560.68%+29,066
Globus Medical Inc(GMED)891,043906,833+15,79051,03479,1821.66%+28,148
SLB Ltd(SLB)0697,752+697,752026,7820.56%+26,782
Merck & Co Inc(MRK)01,575,811+1,575,8110165,8823.48%+165,882
Globant SA
COM
0319,902+319,902020,9140.44%+20,914
Brookdale Senior Living Inc(BKD)12,095,66911,428,834-666,835102,458123,3262.59%+20,868
H2O America(HTO)0383,905+383,905018,8090.39%+18,809
Quest Diagnostics Inc(DGX)61,707171,987+110,28011,76129,8470.63%+18,086
Century Aluminum Co(CENX)0423,789+423,789016,6050.35%+16,605
Chime Financial Inc(CHYM)5,402622,165+616,76310915,6610.33%+15,552
Power Solutions International(PSIX)0228,413+228,413013,0520.27%+13,052
Ally Financial Inc(ALLY)02,468,177+2,468,1770111,7922.35%+111,792
Barrick Mining Corp(B)5,627,1704,475,725-1,151,445184,416194,9374.09%+10,521
Cheniere Energy Inc(LNG)267,542372,196+104,65462,87272,3571.52%+9,485
Keysight Technologies Inc(KEYS)0421,464+421,464085,6441.80%+85,644
Valaris Ltd(VAL)580,198695,005+114,80728,29835,0310.74%+6,732
Workday Inc(WDAY)0189,658+189,658040,7380.86%+40,738
Crown Castle Inc(CCI)1,261,4421,424,462+163,020121,726126,6012.66%+4,876
Alnylam Pharmaceuticals Inc(ALNY)047,886+47,886019,0430.40%+19,043
Duke Energy Corp(DUK)697,395770,972+73,57786,30990,3721.90%+4,063
American Tower Corp(AMT)354,584407,157+52,57368,19971,4901.50%+3,291
Structure Therapeutics Inc4,07846,243+42,1651143,2160.07%+3,102
NiSource Inc(NI)1,941,7922,083,217+141,42584,08687,0021.83%+2,916
Enbridge Inc(ENB)1,751,8801,891,021+139,14188,40790,6161.90%+2,209
Noble Corp PLC(NE)184,129257,244+73,1155,2087,2650.15%+2,058
Xtrackers Harvest CSI 300 Chin056,694+56,69401,8630.04%+1,863
HDFC Bank Ltd(HDB)0312,679+312,679011,4260.24%+11,426
Controladora Vuela Cia de Avia44,972177,945+132,9733231,5800.03%+1,257
NU Holdings Ltd/Cayman Islands(NU)3,492,2173,407,926-84,29155,91557,0531.20%+1,138
Gitlab Inc(GTLB)027,433+27,43301,0300.02%+1,030
Ally Financial Inc(ALLY)08,935+8,93507600.02%+760
Roku Inc(ROKU)7,84413,801+5,9577851,4970.03%+712
Honeywell International Inc(HON)02,067+2,06706040.01%+604
Exelon Corp(EXC)3,557,5323,684,480+126,948160,137160,6193.37%+482
Lightspeed Commerce Inc(LSPD)01,024,963+1,024,963012,3830.26%+12,383
Fermi Inc(FRMI)058,160+58,16004650.01%+465
American Coastal Insurance Cor62,34488,385+26,0417101,1160.02%+406
Magnite Inc(MGNI)024,831+24,83104030.01%+403
Bruker Corp(BRKR)8,16813,150+4,9822656200.01%+354
Sweetgreen Inc051,873+51,87303510.01%+351
Procore Technologies Inc(PCOR)850,955857,811+6,85662,05662,4021.31%+346
Lineage Inc(LINE)06,729+6,72902360.00%+236
Clipper Realty Inc052,758+52,75802020.00%+202
Kaspi.KZ JSC(KSPI)9,92612,955+3,0298111,0120.02%+201
Schrodinger Inc/United States(SDGR)4,91211,464+6,552992050.00%+106
Monday.com Ltd
SHS
1,3032,381+1,0782523510.01%+99
Tidewater Inc(TDW)3,3625,485+2,1231792770.01%+98
Avista Corp(AVA)02,388+2,3880920.00%+92
QIAGEN NV(QGEN)01,637+1,6370770.00%+77
Regeneron Pharmaceuticals Inc(REGN)097+970750.00%+75
Medtronic PLC(MDT)0730+7300700.00%+70
Gilead Sciences Inc(GILD)0557+5570680.00%+68
Stryker Corp(SYK)91288+197341010.00%+68
Teva Pharmaceutical Industries(TEVA)02,086+2,0860650.00%+65
Immunome Inc(IMNM)10,8928,834-2,0581281900.00%+62
Vertex Pharmaceuticals Inc(VRTX)0127+1270580.00%+58
Novanta Inc(NOVT)0449+4490530.00%+53
Waters Corp(WAT)88175+8726660.00%+40
Tango Therapeutics Inc(TNGX)04,513+4,5130400.00%+40
Cabaletta Bio Inc017,187+17,1870380.00%+38
Viridian Therapeutics Inc(VRDN)01,150+1,1500360.00%+36
Disc Medicine Inc(IRON)0419+4190330.00%+33
Structure Therapeutics Inc048+480300.00%+30
SI-BONE Inc(SIBN)01,470+1,4700290.00%+29
AtaiBeckley Inc(ATAI)07,081+7,0810290.00%+29
Thermo Fisher Scientific Inc(TMO)98131+3348760.00%+28
Amicus Therapeutics Inc
COM
3,9263,926031560.00%+25
Natera Inc(NTRA)330330053760.00%+22
Apogee Therapeutics Inc(APGE)843723-12033550.00%+21
Dianthus Therapeutics Inc(DNTH)0459+4590190.00%+19
Ideaya Biosciences Inc(IDYA)7701,150+38021400.00%+19
Establishment Labs Holdings In(ESTA)1,307969-33854710.00%+17
Day One Biopharmaceuticals Inc
COM
1,7312,559+82812240.00%+12
Nuvalent Inc391391034390.00%+6
MYR Group Inc(MYRG)301311+1063680.00%+5
Sociedad Quimica y Minera de C(SQM)18218208130.00%+5
General Electric Co(GE)137141+441430.00%+2
STERIS PLC(STE)352352087890.00%+2
Array Technologies Inc1,7151,715014160.00%+2
Shoals Technologies Group Inc(SHLS)9789780780.00%+1
Cencora Inc266245-2183830.00%-0
Ingersoll Rand Inc(IR)486502+1640400.00%-0
Humacyte Inc8,12511,648+3,52314110.00%-3
Sagimet Biosciences Inc3,1763,176022190.00%-3
IRhythm Holdings Inc(IRTC)220189-3138340.00%-4
ORIC Pharmaceuticals Inc(ORIC)2,9012,399-50235200.00%-15
908 Devices Inc5,2275,094-13346270.00%-19
Janux Therapeutics Inc(JANX)1,344720-62433100.00%-23
Danaher Corp(DHR)1370-137270-27
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